OpenAI Guaranteed Compute
OpenAI recently announced it is guaranteeing compute capacity for companies that sign 1-3 year deals.
https://openai.com/business/guaranteed-capacity/
What struck me as interesting is they’re willing to give companies discounts in exchange for term. In a normal industry that isn’t unusual; however, the model companies often talk about compute demand as if it’s effectively limitless and stating the obvious… companies don’t typically give discounts if they’re supply constrained.
So… my question is do you think OpenAI has overbuilt capacity (originally geared at consumer) and is now trying to backfill with enterprise? Do you think this is a play at stealing customers from Anthropic because the Anthropic is/was compute constrained? Both? Neither? Good or Bad strategy from OpenAI?